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Joel Isaacson & Co., Inc. was founded in May 1993. The three original professionals had worked together principally since 1985 and many of the clients have been with us since then. The firm is, a fee-only financial and tax planning firm, dedicated to the highest levels of wealth management and tax compliance services. The firm has been duly recognized through leading industry roles and unprecedented media coverage. We have been recognized as one of the Top Financial Advisory firms in America by WORTH Magazine. Our dedication is to individualize services. We work with you on a one to one to develop a strong understanding of your goals in life and come up with a plan for pursuing them. The financial planning process begins with a consultation to discuss your goals and concerns. In order to prioritize these concerns and develop an understanding of what is most important to you, we gather information about your current situation and pay close attention to your strengths and weaknesses. In the initial complementary consultation, we try to determine how we can help you. Our financial experts then help identify strategies necessary to achieve your goals and discuss them with you at a subsequent meeting. A challenging aspect of financial planning is adjusting to the periodic changes that occur in one#146s life as well as, the external forces of tax laws, interest rates, market conditions, etc. We determine how frequently we will meet to review your portfolio position and make sure you are on target to pursue your goals. Joel Scott Isaacson, CPA, CFP, who heads the firm, was educated at Lehigh University and Golden Gate University (San Francisco), and holds a B.S. degree in Accounting and an M.B.A. in Financial Planning. Mr. Isaacson is former Chairman and former President of the New York Chapter of the International Association for Financial Planning, a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; and an active member of the American Institute of Certified Public Accountants as well as the Estate Planning Council. Mr. Isaacson is frequently quoted in numerous financial publications and appears on both radio and television. He was selected as one of Americadvisors by Worth Magazine for every year that the list has been published. A teacher as well as a practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The School in New York City, and Iona College in New Rochelle, New York. Mr. Isaacson#146s philosophy is to deal with a client#146s total picture. He coordinates the legal investment and tax advice provided by stockbrokers, attorneys, accountants and other specialist. Joel Isaacson & Co., Inc. plans, presents and suggest only those products that fit into the clients master plan. No investment products are sold to clients. Compensation is on a fee-only basis, assuring complete objectivity and ultimately providing maximum efficiency at minimum cost. Martin Stein, JD, CPA, CFP, principal of the Firm and the Tax Director, holds a Bachelors Degree in Accounting earned at Touro College and a law degree from Brooklyn Law School. Martin is also a graduate of the CFP program offered by the College for Financial Planning. Mr. Stein is admitted to practice as an attorney in the State of New York and is a member of various professional and civic organizations. A teacher as well as a practitioner, Martin has led in-house and outside seminars in the area of retirement planning. Mr. Stein is a member of the American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants. Stanley L. Altmark, CPA, CFP, PFS, principal of the Firm, holds a Bachelors Degree in Accounting from Franklin and Marshall College, and a Certificate in Financial Planning from both Adelphi University and the College for Financial Planning. Mr. Altmark was selected as, one of America#146s Best Financial Advisors by Worth Magazine for every year that the list has been published. He has recently appeared on numerous television broadcasts including Fox News Channel, CNN-FN, and the Wall Street Journal Report. Mr. Altmark has also been quoted in several financial publications discussing such topics as mutual fund investing strategies, asset allocation, life insurance and year-end planning tips. He has also been quoted in several financial publications. He has lectured extensively for corporate benefit groups and various professional organizations including the IAFP, ICFP and NYSSCPA. Mr. Altmark served on the Board of Directors of the International Association for Financial Planning - New York Chapter, and has been active in various capacities for the last nine years. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the National Association of Personal Financial Advisors. He is presently a member of the Personal Financial Planning Committee of the New York State Society. Joyce Streithorst, CFP, recently admitted as a shareholder and principal joined Joel Isaacson & Co., Inc. in 1993. Her primary focus is providing financial planning, tax and investment advisory services. Joyce has extensive experience counseling corporate executives and has overall responsibility for several of the firm#146s corporate financial planning program relationships. Joyce lectures professional and business groups on estate and financial planning topics. Joyce#146s educational background includes a Bachelor#146s Degree in Business Administration earned at Adelphi University and is currently pursuing a Master#146s Degree in Financial Services presently with American College. Joyce is a Certified Financial Planner and a member of the International Association for Financial Planning. Jennifer Prosperino, CPA, recently admitted as a shareholder and principal, joined Joel Isaacson & Co., Inc. in 1997. Her primary focus is providing financial planning, estate, retirement, tax and investment advisory services. Jennifer has extensive experience counseling corporate executives and professionals and has overall responsibility for several of the firm#146s corporate financial planning relationships. Jennifer earned her Bachelor#146s Degree in Accounting at Pace University. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. Joel Isaacson & Co., Inc. are financial planners, investment advisors, portfolio managers.  And we specialize in education planning, tax planning, divorce planning, asset management, investment planning, financial planning, key employee insurance, investment consulting, estate planning, risk management, and executive compensation plans. Joel Isaacson & Co., Inc. may be able to help you with: financial planning, fee-based asset management, tax planning, retirement planning, risk management and estate planning.